Maximizing Collaboration with Ovrture’s User Roles and Permissions
When onboarding any sort of new technology to a team with many roles, having “too many cooks in the kitchen” can lead to chaos, inefficiency, and a lack of clear direction.
Ovrture recognizes the challenges that come with a diverse team and the need for streamlining internal operations. We offer a solution that empowers your team to work together effectively while staying within their respective lanes. From the system admins and report specialists to those who only load data or only create content, as well as general users with portfolios, we provide user roles and permissions that can harmonize your team’s efforts and drive successful donor engagement.
A Range of Admin Types
The System Admin: The Pillar of Ovrture
Your system admin plays a central role in maintaining the platform’s integrity. They can manage sites, create reports, and oversee technical aspects, ensuring that Ovrture functions smoothly. They’re the backbone of your operations, providing stability and order. Quite often the system administrator is a communicator or donor relations professional.
The Application Admin: Your Digital Task Force
The application admin role is a game-changer, eliminating the need to burden a single individual with extensive system administrative duties. These admins have the power to centrally manage your Ovrture system, acting as a task force to ensure efficient operations and eliminate the risks associated with a sole system administrator.
The Brand Admin: Guardian at the College, School, or Unit Level
If your team has embedded fundraising teams at the college, school, or unit level, a brand admin can be designated to manage content and users specific to that area of your organization.
The Data Admin: Custodian of Critical Data
Data admins play a crucial role in data management. They have access to the core of your data and its functions, ensuring that your donor information and fund information is managed efficiently and securely. A data admin on your team doesn’t need to know how to build content, so their view of the platform shows only what they need.
General Users with Portfolios: Tailoring the Approach
General users with portfolios are responsible for managing specific donor records. They can tailor their engagement strategies to the donors they oversee, providing a personalized and effective approach.
To address the challenges of having “too many cooks,” Ovrture offers a finely-tuned permissions system. Each internal user, no matter their account type, can have customized permissions designed to align with their role and responsibilities. This tailored approach empowers your team to collaborate effectively while maintaining the integrity of your donor data and communications. For example, you get to choose if a user can create reports, edit data, or create sites on behalf of another user or only for their own portfolio.
In the dynamic realm of fundraising, a well-organized team with diverse skills and roles is essential for success. Ovrture’s commitment to providing multiple admin types and customized permissions ensures that every team member can contribute effectively while streamlining internal operations.
In conclusion, Ovrture is not just a platform. It’s a tool that streamlines your team’s efforts, relieving the “too many cooks” dilemma.
With diverse administrator types and customized permissions, your team can collaborate seamlessly and ensure that each member’s actions align with their responsibilities. Your donor engagement efforts will be more efficient, focused, and successful, thanks to Ovrture’s commitment to order and customization.
Account Supervisor, Client Engagement
Account Supervisor, Client Engagement
Gideon helps clients with whatever is needed to make using Ovrture second nature. He leads the onboarding process to successfully launch new systems and engages with existing clients/tenants to drive adoption.